2019 - 3 March - Release #34

New Features

  • [PINPOINTE-1262] - Permissions: Add Campaign Workflow: Campaign Approve / Send Permissions

  • [PINPOINTE-1215] - Import Wizard- Allow Definition of On-the-fly Custom Fields  

  • [PINPOINTE-605] - Events: Added tracking for new events under Contact-> Event Log for Subscribers (aka 'digital footprint')

  • [PINPOINTE-1234] - Editors: Added spelling Check (“SCAYT”) for both the Drag n Drop Builder and WYSIWYG Editors 



Improvements

  • [PINPOINTE-1346] - Update 'Owner' field when displaying Campaigns and Databases

  • [PINPOINTE-1187] - Send: Added 'Explanation' when an SPF Warning appears

  • [PINPOINTE-1188] -  Send: Added 'Explanation' when user tries to send  from Free Domain' 

  • [PINPOINTE-1190] - Send: Improve Calendar widget when selecting send-time

  • [PINPOINTE-1211] - Campaign Send: Improved display of 'Enabled Google Analytics' Option 

  • [PINPOINTE-1276] - Campaign: When a campaign is sent, the 'start/finish alert should send to the configured addresses

  • [PINPOINTE-1300] - Import: Added Error if multiple CSV columns are mapped to the same field



Bug Fixes

  • [PINPOINTE-1340] - Builder: Do not retain certain style elements when pasting

  • [PINPOINTE-1360] - Builder: DND - Font Size, Style, Color + paragraph alignment set by pop-up editor lost on save and re-edit

  • [PINPOINTE-1297] - Builder: Link attached to an image defaults to 'null' protocol -> results in invalid link

  • [PINPOINTE-831] - Contacts: CRM-Lead, CRM-Contact do not display correctly on contact screen

  • [PINPOINTE-1192] - Contacts: Search Contacts - First and Last name column headers displayed incorrectly in certain situations

  • [PINPOINTE-1309] - API: Improve performance when pulling data from the API

  • [PINPOINTE-1310] - API: When adding subscribers, you're able to update a non-active Status to another status and ignore master unsubscribe status

  • [PINPOINTE-1352] - Drip Emails: Active Drips are triggered on import by new contacts, even when that option is not selected

  • [PINPOINTE-1313] - Drip Emails: Creating/Editing Drips - Selecting Google Analytics option does not save

  • [PINPOINTE-1314] - Drip Emails - When Google Analytics is enabled, Source is not filled in automatically

  • [PINPOINTE-1326] - Statistics: Export Summary Stats showing 0's

  • [PINPOINTE-1354] - Statistics:  -> View Stats -> View GeoIP and then Export - only exports first 10 records

  • [PINPOINTE-1203] - Admin: Search Suppression List -> Always displays 'Select Database' screen - no data is displayed

  • [PINPOINTE-1318] - Engagement heatmap shows incorrect data

  • [PINPOINTE-1056] - Surveys: Survey name with double quotes notifies owner with garbled Email Subject

  • [PINPOINTE-1311] - Logging: In some cases (AWS), Feedback Loops were not recording



Pinpointe - Release 34 (March 2019) - Overview


Release 34 adds some additional exciting new functionality and improvements.

The major areas of focus are:

  • Sub-User Permissions - Campaign Workflows Approval Process: Pinpointe has added an additional capability to its recently expanded subuser feature (aka Team member). Account owners can now specify whether a team member may be restricted to creating / editing / sending only those campaigns approved by the account owner, or have their own permission level set to include “approve” as well. 


  • Import Wizard- Allow and Define On-the-fly Custom Fields: Our import process has now been updated to allow you to add a custom field to your database on-the-fly during the import of subscribers. This improves workflow efficiency by eliminating the need to cancel and exit the import process and then going to the Custom Field section to first add your new field to your database. 


  • Subscriber Event Logs: We’ve increased the number and type of events Pinpointe tracks for your subscribers, including campaign interaction, a contact’s modification of their preferences, form submission, and their status (active, unsubscribed, bounced). We call this a contact's 'digital footprint' - and you can view the events by viewing a contact and then selecting the Events tab.


  • Campaign Builder improvements: A Spell-Check-As-You-Type spell checker has been added to both the Drag n Drop Builder and the WYSIWYG Editor to improve campaign development efficiency. 


  • Numerous other bug fixes and enhancements.


Details


Here we cover the above items in more detail.



New Features


[PINPOINTE-1262] - Permissions: Add Campaign Workflow: Campaign Approve / Send Permissions

The account owners may now assign an additional permission level to their subusers in terms of campaign email workflows. A subuser’s permission level may be set at one of four levels:

  • No Access (Selecting No-Access will deselect the other checkboxes shown below for the specific sub-user)

  • View (Read-Only)

  • Manage (create/edit/delete/send as appropriate)

  • Approve (all abilities of Manage plus ability to approve campaigns)














[PINPOINTE-1215] - Import Wizard - Allow Definition of On-the-fly Custom Fields  

The user now has the ability to define a custom field during the contact import process, thus eliminating the need to first cancel and exit the import of contacts, move to the Custom Field section, create and add the new field to your Pinpointe database, then restart the import process.


In Fig 1 below, the user has a field (column) in their CSV file called “NewField” they have neglected to create and add to their Pinpointe database before starting the contact import process. 


Fig 1













In Fig 2, the user has clicked the “Map” link and brought up the mapping tool panel. The user clicks the “Create New Field” button.


Fig 2

























Clicking the “Create New Field” button redirects the user to the Custom Field feature section. The user then follows the normal process of creating a custom field, including assigning that new field to the database the user is currently trying to import contacts into. See Fig 3 below.


Fig 3




















After completing the custom field creation process, the user is redirected back to the mapping tool panel. The new custom field will now have been added to the bottom of the list.  The user can then scroll to the bottom of the list, and check the box to map the new custom field.  The user completes the mapping of the new field by clicking the “Map” button at the bottom of the panel. See Fig 4.


Fig 4

The user is redirected back to the primary mapping page. The new field has been added to the Pinpointe database and the import process may be continued uninterrupted.  See Fig 5. 


Fig 5.











[PINPOINTE-605] - Events: Added tracking for new events under Contact-> Event Log for Subscribers (aka 'digital footprint')

Users can now track and view an expanded set of events related to their subscribers’ behavior and attributes. In Fig 1 below, you can see a set of events such as the contact’s addition to the database, multiple campaign openings, link clicks and the modification of contact preferences via form submission. 


Fig 1

















In Fig 2 below, you can see a second subscriber who has recorded a bounce and a status change to unsubscribe.


Fig 2



















[PINPOINTE-1234] - Editors: Added spelling Check (“SCAYT”) for both the Drag n Drop Builder and WYSIWYG Editors

Spell-Check-As-You-Type spell checking has been added to both the Drag n Drop Builder and the WYSIWYG Editor tools.

























Improvements


[PINPOINTE-1346] - Update 'Owner' field when displaying Campaigns and Databases

Improved clarity in the “owners” column for databases (users and admin), and campaigns and view stats section (admin only).


[PINPOINTE-1187] - Send: Added 'Explanation' when an SPF Warning appears

An additional button, “How to fix”, has been added to the pop-up warning which appears during send-time if the system does not recognize the specified send-from domain as including Pinpointe sending authorization. Clicking the button will bring up a comprehensive guide on how to address, a partial example which is included below.
















Partial example:










































[PINPOINTE-1188] -  Send: Added 'Explanation' when  user tries to send from Free Domain'

An additional button, “How to fix”, has been added to the pop-up warning which appears during send-time when the user attempts to use a free email domain as the send-from domain. Clicking the button will bring up an explanation and potential alternatives.















































[PINPOINTE-1190] - Send: Improve Calendar widget when selecting send-time

User can no longer accidentally select a past date or time, which previously caused an error. 


[PINPOINTE-1211] - Campaign Send: Improved display of 'Enabled Google Analytics' Option

Improvement of displayed information about Google Analytics regarding whether or not this option was enabled. 


[PINPOINTE-1276] - Campaign: When a campaign is sent, the 'start/finish’ alert should send to the configured addresses

System has been modified so that the “start/finish” alert will now be sent to the same address selected for subscribe/unsubscribe/form submit notification.






























[PINPOINTE-1300] - Import: Added Error if multiple CSV columns are mapped to the same field

System will no longer allow user to map a Pinpointe field to more than one CSV column. Attempting to do so will display an error message requiring corrective action.












Bugs Fixed


[PINPOINTE-1340] - Builder: Do not retain certain style elements when pasting

Drag n Drop Builder has been modified so that when pasting in text content, certain attributes are not retained:

  • font-face, font-size, font-color

  • “Header”  tags

Other style attributes, such as bold, italics, subscript, superscript and underline will be retained. 


[PINPOINTE-1360] - Builder: DND - Font Size, Style, Color + paragraph alignment set by pop-up editor lost on save and re-edit.

This problem has been resolved.


[PINPOINTE-1297] - Builder: Link attached to an image defaults to 'null' protocol -> results in invalid link

This issue has been resolved. All image links now default to the “https” protocol.























[PINPOINTE-831] - Contacts: CRM-Lead, CRM-Contact do not display correctly on contact screen

This problem has been resolved. 


[PINPOINTE-1192] - Contacts: Search Contacts - First and Last name column headers displayed incorrectly in certain situations

This problem has been fixed. Only occurred in specific isolated instances. 


[PINPOINTE-1309] - API: Improve performance when pulling data from the API

This issue has been resolved. Change in function employed resulted in substantial time improvements of returned data.


[PINPOINTE-1310] - API: When adding subscribers, you're able to update a non-active Status to another status and ignore master unsubscribe status

Two primary changes were made:

  • When importing via AddSubscriberToList or AddSubscribersToList with the API:

    • If the status field is passed in

    • If the value is an allowable string 

    • If the email isn't master unsubscribed I

    • If the user didn't exist in the system and/or if their current Status is Active

system allows the “Status” field to be set.

  • When retrieving subscriber info from the API with a method such as GetListSubscribers, system now returns the <unsubscribed> as the master-unsub date IF they master unsubscribed. System also now includes the tag <masterunsub> which will be “1” if the subscriber is master unsubscribed, “0” otherwise.


[PINPOINTE-1352] - Drip Emails: Active Drips are triggered on import by new contacts, even when that option is not selected

This problem has been resolved.


[PINPOINTE-1313] - Drip Emails: Creating/Editing Drips - Selecting Google Analytics option does not save

This problem has been fixed.


[PINPOINTE-1314] - Drip Emails - When Google Analytics is enabled, Source is not filled in automatically

This problem has been fixed.






















[PINPOINTE-1326] - Statistics: Export Summary Stats showing 0's

This problem has been resolved. 


[PINPOINTE-1354] - Statistics:  -> View Stats -> View GeoIP and then Export - only exports first 10 records

This issue has been fixed.


[PINPOINTE-1203] - Admin: Search Suppression List -> Always displays 'Select Database' screen - no data is displayed

This issue been resolved. Correct data now displayed in table. 


[PINPOINTE-1318] - Engagement heatmap shows incorrect data

This problem has been resolved. Relates to the Heatmap Engagement graph viewable on main dashboard page.





















[PINPOINTE-1056] - Surveys: Survey name with double quotes notifies owner with garbled Email Subject

This issue has been fixed. 


[PINPOINTE-1311] - Logging: In some cases (AWS), Feedback Loops were not recording

This issue has been resolved.


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